Providing More Than Accounting Services for Your Business

With tax deadlines lurking closely around the corner, the rush is on to put together a multitude of paperwork and a long list of numbers that need to be lumped into the correct category. Having an experienced accountant to navigate the complexities of tax codes and business deductions is critical to determining your business’ financial stability and future viability.

Wheeler Financial Services provides tax and accounting services and strives to achieve the best outcome that we can for our clients. We want to ensure that our clients understand the data we produce and what it means to your business. We also work as a trusted partner with our clients to provide more than just a tax document. Wheeler believes that business success requires a comprehensive business strategy that allows you to plan for long-term growth and expansion.

As a new or seasoned business owner, you may be struggling to find the guidance you need to reach those growth and expansion goals. Wheeler Financial offers Client Accounting Services, a comprehensive, fully integrated tax, accounting and audit service which allows your business to select from the many financial services we provide and choose which ones can provide the best overall solution for you. In addition to providing expert tax services and consultation, we can combine our bookkeeping, payroll, or other CPA services to create a more complete financial solution for your business in any area that utilizes numbers and financials. When you choose Wheeler’s Client Accounting Services, you will benefit from affordable and expert CPA services that will enhance your business’ bottom line.

Our Client Accounting Services Can Provide Financial Management and Consulting in the Following Areas:

Auditing and Assurance. Our skilled auditors have the experience necessary to work through a variety of complex fiscal accounting issues. We address all aspects of audit risk and ensure that all of your business statements are in full compliance with Generally Accepted Accounting Principles (GAAP) and best practices.

Financial and Estate Planning. Taking care of your family involves a comprehensive estate plan that can not only enhance your wealth but also guarantee that your wishes are carried out fully. We partner with you to prepare strategies to maximize your personal assets and follow an estate planning checklist that helps to keep your affairs in order.

Accounting and Payroll. Hiring a a small business accountant or CPA firm which focuses on payroll services can reduce the costs generally involved in having to train in-house payroll employees. Our payroll accountants take care of renumeration to staff and ensure this process runs smoothly.

Outsourced Bookkeeping/CFO Services. Outsourcing your CFO or bookkeeping services has many advantages. Operational and fiscal costs can be reduced by nearly 50%. By utilizing the expertise of Wheeler’s Outsourced CFO services, you gain instant bookkeeping knowledge and professional services with quick turnaround. Learn more about our skilled Outsourced CFO services here.

Not-for-profit. If you are involved in Not-for-Profit organizations and invest in these community service entities, we can help you negotiate the various tasks and challenges associated with setting those up and actively participating in them.

IRS Representation. During an audit it doesn’t pay to stand alone. It is vital to have an experienced tax authority present to guide clients through the process with federal and state agencies. If you have been chosen for an audit, we are willing to represent and advise on any of the questions the IRS might be asking you.

QuickBooks Accounting Help and Assistance. QuickBooks is a very useful and timely tool for business owners, however, if you don’t select the right product or install it properly, then your business will never receive accurate financial statements, reports and graphs. We can not only advise you on purchasing the correct version for your company, but can also install and set-up the program for you. We don’t just help you set it up, we help you use it.

After April 15 has come and gone and another tax return is filled away, consider all of the other aspects of financial planning, organization and consultation your business could benefit from. Wheeler Financial wants to see your business thrive. Contact us to find out how your business can implement Client Accounting Services more fully.

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Lafe “Pete” Wheeler is a registered representative with the following registrations 66 and 7 and can transact business with clients in Kentucky, Delaware, Pennsylvania, South Carolina and Texas. Lafe “Pete” Wheeler is also an investment adviser agent licensed in Kentucky, Delaware, Pennsylvania, South Carolina and Texas. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet.

Content may have been created by a Third Party and was not written or created by a HD Vest affiliated advisor and does not represent the views and opinions of H.D. Vest Financial Services® or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. HD Vest is not responsible for and does not control, adopt, or endorse any content contained on any third party website.

The HD Vest affiliated companies exclusively provide financial products and services,and do not provide or supervise tax or accounting services. Advisors may provide tax, accounting or other services through their independent outside businesses, but these services are separate and apart from HD Vest.